There are instances where you would be required to place an order for a customer over the phone, or across support channel. This article would help you understand the steps required for placing an order from the Magento backend, both for registered and unregistered users. The sequence of steps would the same as what would show on the website, but here the order would be directly placed from the backend.
Navigate to Sales->Orders. This would show the Orders page, from where you would be required to click on the button “Create New Order”.
Once this has been done, you would be prompted to select a customer from a list of registered customers on the website. Else, if you ae placing an order for a new customer, please click on “Create New Customer”, and fill in the customer details such as Name, E-Mail address, billing, and shipping addresses.
For registered customers who already have an account with the website, the billing and shipping details would be pre-populated, and can be selected or modified.
The other tab for registered customers would show the below fields:
Products in the Shopping Cart
Last Ordered Items
Products in the comparison lists
Recently Compared Products
Recently Viewed Products.
You can use the products above by adding them to the shopping cart directly, or can choose to add new products.
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